Ashley Watson
Ashley is a Vice President at Robertson Stephens. Ashley has more than 8 years of industry experience and works with John Murray, John Bernabei and Zack Perry to support high net worth individuals, ultra-high net worth individuals, senior executives and their families on a wide range of wealth management solutions. Prior to joining Robertson Stephens, […]
Patty Wanandi
Patty is a Senior Vice President at Robertson Stephens. Patty is responsible for Robertson Stephens’ marketing and branding efforts. Prior to joining Robertson Stephens, Patty was based in Jakarta, Indonesia as an Assistant Vice President at a family office, PT. Gemala Sarana Wiyata. Previously, Patty was an associate at Belstar Group, a hedge fund in […]
Shawn Wallace, CLTC®
Shawn is Managing Director and heads the pilot services at Robertson Stephens Denver office. Prior to Robertson Stephens, Shawn was Managing Director at Ratio Wealth Group. Shawn has been a dedicated planning agent for over seven years, focusing on the comprehensive insurance and investment needs of affluent clients throughout the country. He offers expertise in […]
Mahir Vora
Mahir is a Managing Director and Principal in the Investment Office at Robertson Stephens. Mahir has over 25 years of experience as an investor, wealth management product specialist and investment banker. Most recently, Mahir was a founding member of a new distressed debt strategy at TCW. Prior to that, Mahir was a Managing Director at […]
Michael Tong
Michael is a Vice President in the Investment Office at Robertson Stephens. Prior to joining Robertson Stephens, Michael was a Vice President in the Global Investment Office at Morgan Stanley Wealth Management. During his time at Morgan Stanley, Michael focused on manager due diligence and covered Global, non-U.S. Developed, and Emerging Market equity strategies. Before joining […]
J. Michael Tierney, Jr.
Mike Tierney is a Principal and Managing Director at Robertson Stephens. Mike acts primarily as an advisor to family offices as well as families who may be considering one. Those clients get the benefits of a family office without constructing one of their own. Mike’s practice is comprehensive in scope. While his business is anchored in […]
Grace Tierney
Grace is an Associate on the firm’s Central Operations and Marketing Teams specializing in client reporting, communications and marketing, and providing operational support for the firm’s Advisors and clients. Grace is responsible for cross-functional projects involving Operations, Client Service, Marketing and Compliance. She is currently helping to lead the firm’s social media platform build-out and […]
William Thrush
Bill is the Managing Director and Principal of the Robertson Stephens Westport office. With over 15 years of experience in the financial services industry and a deep entrepreneurial background, Bill is committed to providing clients personalized service and thoughtful investment advice. He specializes in developing and managing of financial strategies for private business owners and […]
Rick Tasker, GFS®, AIF®
Rick is currently Managing Director and Principal at Robertson Stephens, specializing in pension consulting. Most recently, Rick was the founder and president of Epoch Consulting Group, a Santa Rosa, California based fee-only registered investment advisory firm. Epoch provided pension consulting services to retirement plan sponsors and members of their retirement plans. Serving the retirement marketplace […]
Kevin Talty, CFP®, EA
Kevin is a Senior Vice President at Robertson Stephens where he provides financial life guidance alongside the rest of the Holmdel, NJ team. Kevin has been insatiably curious about people and their stories since studying and living in Europe for a year during his undergraduate program. With curiosity and the calling to help people, he […]
Michael Stephens
Mike is a Vice President at Robertson Stephens. Mike’s responsibilities include onboarding new clients, move money, and supporting existing clients’ requests and needs. Prior to joining Robertson Stephens, Mike was an Operations Support advisor for LFS Wealth Advisors in Burlingame, CA. Previously, Mike worked for Hewlett Packard doing contracted technical support for the City and […]
Julie Steinman, CFP®
Julie is a Managing Director at Robertson Stephens. Together with Erik Boe, Eric Kiel, Brian Post, CFA and Kelly Woodward, she meets client needs by providing high-touch, personalized attention. As a CFP® professional her focus is on gaining a comprehensive understanding of the individuals and families she works with including their financial circumstances, family dynamics, […]